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$95.00
Morgan D. King, Esq.
Morgan King, Esq.
925 829-6363
925 829-6460
925 336-9438 (cell)
EXPERT TO TAX & BANKRUPTCY PROFESSIONALS
FORMS TO SUBMIT
to MORGAN KING
For tax opinion or services
FORMS
FREE & CONFIDENTIAL
The information submitted on this site
will not be disclosed to any person not associated with The Morgan King Co., or Morgan King, Esq. There is no charge for filling out a form and submitting it online.
ABOUT THE FORMS
These forms are required only if you have retained Mr. King's office, or are inquiring about Mr. King's help, to assist you as a taxpayer, or your client if you are a tax professional.
If Mr. King is retained to analyze taxes for bankruptcy discharge or a non-bankruptcy solution, or requested to associate on a case, it will help considerably if you open and complete:
Form No. 2, and No. 4a. If you submit Form No. 2 Request For a Tax Opinion you will be advised as to which other forms we will need, and the estimated fee.
Fill out the applicable forms online and "submit." They will be delivered to our office e-mail.
There is no charge for filling out a form and submitting it online. There is only a charge if we perform actual services, such as research, opinions, analysis, representation of taxpayer, and etc.
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1. KING'S FORM # 1 Make a Payment
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2. KING'S FORM # 2 Request for opinion or services
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3a. KING'S FORM # 3a Retainer agreement
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3b. KING'S FORM # 3b Taxpayer I.D.
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4a. KING'S FORM # 4a Tax History
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4b. KING'S FORM # 4b Innocent Spouse information
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5a. KING'S FORM # 5a Personal budget
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5b. KING'S FORM # 5b Personal expenses
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6. KING'S FORM # 6 Asset checklist
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7. KING'S FORM # 7 Disclosure forms
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8. KING'S FORM # 8 Cal. Sales Tax History
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9. CAL FORM #
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10. CAL FORM # POA FTB [Form 3520-PIT)
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11. CAL FORM # 4905 OIC FORM
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12. IRS FORM # 2848 Power of Attorney - Jan 2021
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13. IRS FORM 12153 Collection Due Process petition
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14. IRS FORM # 656-PPV IRS Payment Voucher
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15. IRS FORM # 8821 Authorize release of info - 2021
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15b IRS info on Form 8821
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16. IRS FORM # 656 - OIC - individual
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17. IRS FOTRM # 433-A Collection Information Statement
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18. IRS FORM # 433-B - OIC Business
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19. IRS FORM # 9465 Installment agreement request
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20. IRS FORM # 433-D Installment agreement financials
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21. IRS FORM 8379 Innocent Spouse application - fill in
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22. IRS FORM 8379 Innocent Spouse application - reg.
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23. TAX COURT FORM #2 Petition
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